Key facts
- This page summarizes Mark J. Bolus's Form 4 filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 19 Mar 2026, 11:13.
Mark J. Bolus - 17 Mar 2026 Form 4 Insider Report for COMMUNITY FINANCIAL SYSTEM, INC. (CBU)
- Reporting relationship
- Director
- Issuer ticker
- CBU
- Reported as of
- 17 Mar 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 19 Mar 2026, 11:13:17 UTC
- Prior SEC filing
- 16 Apr 2025
- Next SEC filing
- 29 Jun 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Mark J. Bolus
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mark J. Bolus filed Form 4 for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 19 Mar 2026.
Change
- Previous filing in this sequence was filed on 16 Apr 2025.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001486056
Primary reporting owner
Bolus Mark J.
- Relationship
- Director
- Address
- C/O COMMUNITY FINANCIAL SYSTEM, INC., 5790 WIDEWATERS PARKWAY, DEWITT
- Signature
- /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Mark J. Bolus
- Signature date
- 19 Mar 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 106,251
- Date
- 17 Mar 2026
- Ownership
- Direct
- Footnotes
- F1
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 8,131
- Date
- 17 Mar 2026
- Ownership
- By Mark Bolus Trust
- Footnotes
- F2
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,939
- Date
- 17 Mar 2026
- Ownership
- By Taylor Bolus Trust
- Footnotes
- F3
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,939
- Date
- 17 Mar 2026
- Ownership
- By Paige Bolus Trust
- Footnotes
- F3
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,939
- Date
- 17 Mar 2026
- Ownership
- By Noah Bolus Trust
- Footnotes
- F3
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,939
- Date
- 17 Mar 2026
- Ownership
- By Austin Bolus Trust
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CBU
transaction
Derivative
Phantom Stock (Deferred Stock Units)
Award
- Transaction value
- Shares
- +1,220
- Change %
- +48%
- Price
- $0.000000*
- Shares after
- 3,758
- Date
- 17 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,220
- Exercise price
- Footnotes
- F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Includes 2,423.134 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
Footnote F2
Includes 275.879 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
Footnote F3
Includes 188.405 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
Footnote F4
The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
Footnote F5
Includes 19.1578, 21.1856, and 19.4356 units of phantom stock acquired on July 10, 2025, October 10, 2025, and January 12, 2026 under the LTIP's dividend reinvestment feature.